See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,539 | $154,117-73.7% | $129,995-68.8% | $139,434-70.9% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.5%-49.9pp | 80.3%-51.7pp |
| Annual return | -8.33% | 32.48%-40.8pp | -137.18%+128.8pp | 372.94%-381.3pp |
| Employer contribution / active EE | $1,083 | $5,289-79.5% | $4,320-74.9% | $4,751-77.2% |
| Participant deferral / active EE | $1,370 | $6,710-79.6% | $5,820-76.5% | $6,710-79.6% |
| Admin fee / account holder | $515 | $14,007-96.3% | $10,614-95.1% | $11,403-95.5% |